Market microstructure, tokenised assets and onchain analytics
London
Joined October 2020
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Rajat retweeted
You probably still don’t understand what $OTC actually is.
And honestly, that’s probably the biggest opportunity right now.
$OTC isn’t just another token.
It’s the token powering Over-the-Counter, a protocol building an entire suite of revenue-generating products around it.
Here’s the full picture 👇
DESKS 🖥️
OTC’s first product was Desks — NFTs backed by on-chain PDA vaults that accumulate assets generated by protocol activity.
To mint one, users had to burn 100,000 $OTC.
Once the collection reaches its cap, 50%+ of the original $OTC supply will have been permanently burned.
And this isn’t just a theoretical yield mechanism.
$200K+ has already been distributed to Desk holders across stocks, pre-IPO assets and other tokens.
Nearly half the collection is still waiting to be minted.
LAUNCHER 🚀
Then came the OTC Launcher, built on PumpAMM.
The idea is simple:
Launch tokens → generate trading fees → reward holders → feed revenue back into the OTC ecosystem.
And the traction has been insane:
$67M+ trading volume
$400K+ trading fees generated
$300K+ distributed to holders
And this happened in just days.
We’re already seeing 1,860+ tokens launched on OTC in roughly 1–2 days.
Pumpfun is becoming absolutely packed with tokens launched through OTC.
People are talking about tokens printing stocks.
Meanwhile, every token launched through OTC creates another potential revenue stream for the ecosystem.
THE FLYWHEEL 🔄
This is where $OTC gets really interesting.
Current fee structure:
Desk mint surcharge
→ 90% Pot / 10% Protocol
$OTC trading tax
→ 80% Pot / 20% Protocol
Launcher fees
→ 75% Holders / 10% Pot / 10% Protocol / 5% $OTC Buyback
And now the 5% buyback is being upgraded.
OTC is rolling out an AUTOMATIC $OTC BUYBACK & BURN MECHANISM, using protocol revenue.
Meaning the ecosystem can now continuously create a flywheel:
More launches
↓
More volume
↓
More fees
↓
More revenue
↓
$OTC buybacks
↓
$OTC burned
↓
Less supply
And we’re only looking at the first two products.
The dev has already said Desks and Launcher were just the first two products.
New products are being built to bootstrap even more revenue into the ecosystem.
The end goal is an entire product suite with fees funneling back into every aspect of the protocol.
This is why I’m extremely bullish on $OTC.
Not because someone promised a number.
Not because of a meme.
But because we’re watching an actual ecosystem being built:
Products → Revenue → Rewards → Buybacks → Burns → More products → More revenue.
And we’re still this early.
$OTC isn’t trying to be the next random Pumpfun token.
It’s trying to become the infrastructure underneath an entire ecosystem of products, launches and revenue streams.
1,860+ launches.
$67M+ volume.
$400K+ fees.
$300K+ holder rewards.
$200K+ Desk distributions.
Automatic buybacks & burns coming.
More products on the way
$OTC WILL CHANGE LIFES 🔥🔥🔥
AND YOURE EARLY 😎
Now you know what $OTC is.
Docs: otcdesks.cash/docs
Analytics: otcdesks.cash/analytics
Rajat retweeted
solana:MukLDtJ8Cx9DxLbeyLRSWPSposTMWuwHANbuaudpump has just broken 12M MC...
Best part is that this is only the START.
solana:MukLDtJ8Cx9DxLbeyLRSWPSposTMWuwHANbuaudpump will reach 2-300 MC and be a STAPLE of the Solana blockchain.
solana:MukLDtJ8Cx9DxLbeyLRSWPSposTMWuwHANbuaudpump launcher will also be FIGHTING PvP of coins.
The trenches have needed this for years, and we are witnessing the formation.
Big things coming in the following days!
@otc_labs
Rajat retweeted
Full List of FOMO app tools
Bookmark this list
1. Displays full Solana / EVM addresses, one-click copy: fomoscan.sh
2. Take an on-chain address and find out which FOMO account it is copyfomo.com/find
3. Paste handle or screenshot to find wallet bedind profile: copyfomo.com/find
4. Community thesis and osition structure: github.com/mickeyhogen/fomo-…
5. Scores tokens based on specific metrics before you buy: fomoguard.family/
6. Track wallets, positions, clusters: fomosignal.family/
7. Copy trading: copyfomo.com
8. APIs for leaderboards, trades, position: fomoscope.xyz/
Rajat retweeted
I wouldn't be surprised to see $TROLL pulling a god candle like this
It's about to break a pattern that has been forming since the 280M ATH and the MACD on the weekly is about to turn green as well
The last time it turned green TROLL pumped 1250%+
Trade less troll more
Rajat retweeted
PIXELATED PUFFINS MINT DETAILS
opensea.io/collection/pixela…
SUPPLY: 3,333
DATE: September 1
GTD 4:00 PM UTC (12:00 PM ET)
MAX 1 PER WALLET
0.003 eth
WL FCFS 5:00 PM UTC (1:00 PM ET)
MAX 2 PER WALLET
0.0035 eth
drop your wallet + repost / 20 GTD spots up for grabs
Rajat retweeted
Incoming collabs. Deploying soon.
Are your troops battle-ready?
Guaranteed access is waiting in the Goblinverse.
Will you clear the gate?
goblinverse.xyz
Rajat retweeted
This strategy has caught me more reversals than anything else.
In this guide you'll get:
- Exact entry and exit rules
- Optimal trading environments
+ Real Trade Examples (not just theory)
I also made a full cheatsheet for you to download.
Enjoy.
Rajat retweeted
It’s very clear.
Once #Bitcoin bottoms out, the altcoins are about to go wild.
The strength of Ethereum is telling the story that the bull market is already starting.
Rajat retweeted
My altcoin portfolio is now at $80,000.
Still down from the $160K invested, but I made one structural change this week that is going to compound: I started using Claude as a sparring partner for every trade decision.
In this video I break down exactly how I built the framework and where it already overruled me.
What I cover:
– I sold Renzo at 7 cents (good trade), rotated into Wormhole and that rotation was a mistake. Here is why.
– I sold $500 of PEAK after the sigma + RSI extension on the daily. Same trigger that gave a 30% correction in 3 days last time.
– Claude told me to wait on selling another asset in my portfolio until the sign hit later in the week!
Full breakdown 👇
Rajat retweeted
🚨BREAKING: Iran starts a Bitcoin-backed shipping insurance for the Strait of Hormuz expected to generate over $10 BILLION in revenue, Bloomberg reports.
Imagine a sovereign nation is using Bitcoin to monetize 20% of the world's oil flow.
$10B = nearly 1% of BTC's entire market cap flowing through this single channel.
Every sanctioned state is now watching this playbook.
This is the biggest sovereign use case $BTC has ever seen.
Rajat retweeted
🔥CLAUDE CAN NOW CONTROL THE HUMAN BODY
MIT students built a device that lets Claude control your hand through small electric pulses. You speak a task, a camera sees what’s in front of you, and your fingers move.
It can play piano without training, draw what you describe, and even mix a drink.
Six people built it in 48 hours. And, this is only the hand.
Rajat retweeted
I made a mistake in my Altcoin portfolio this week.
This week we've clearly seen that there's just no conviction in the altcoin markets.
They run up alongside Bitcoin, but the moment Bitcoin calms down, you'll start to see that there's a lot of downwards momentum in those altcoins.
If Bitcoin corrects by 3-4%, altcoins come back down by 15-25% or even more.
Earlier in the week, I've decided to sell a portion of my positions to be swapping those.
I've rotated $1,000 from Renzo into Wormhole and I've added another $1,000 from the cash position into Wormhole at $0.0160.
The good part of this is that I defined clearly where to be taking chips of the table. That was a good decision.
However, rotating into another asset wasn't the right strategy.
Rather:
- The correlation is substantially high between assets. I could have added into $HYPE in order to lower my correlation of my portfolio.
- If the correlations are this high + #Bitcoin has seen a strong run = more conservative approach on entries = longer in cash until 4H/1D provide a clear overstretched sigma variation in favor of buying the dip (including a low RSI level).
In that scenario, before I made the decision to be selling $1,000 in REZ, this asset has already ran upwards by 150%+ from the lows.
The total position size at this point: $6,400.
In hindsight, I'd rather be looking at the following strategy after a multi-week upwards run on the markets:
- Closing between 20-40% of the Renzo position.
- Closing between 10-25% of the Optimism position after the recent run.
That would have increased my cash position from $4,000 to $8,000-10,000.
If I'd remain patient on the entry points, I'd be using $1,000-3,000 in the past 48 hours during those dips and improved the entire positioning of my altcoin entries.
Ultimately, you might be down a lot on your portfolio, that doesn't mean that you can't trade it back towards profits through compounding the returns.
For instance, improving your entry positions on $3,000 in cash, generating an additional 30-40% return on that improves the entire portfolio by 2-3% in a few weeks.
At this point, given the recent correction and the CME gap, I don't think we'll see much more downwards momentum, and I'd rather conclude that we're more likely at the end of its correction (or perhaps a red Monday to start with before we go back up), so I'm not willing to sell at this point.
As stated earlier, I'm sharing everything that I do on my portfolio and I'm happy to do that.
I do believe that these few years are the final years where you can achieve a great return on a portfolio through trading #Altcoins, so I'd like to take that opportunity with both of my hands.
What trades did you make during the week?
Rajat retweeted
President Trump may be the BEST TRADER ON WALL STREET right now.
New ethics filings show GAINS OVER 100% on AMD, INTEL, BLOOM ENERGY, MARVELL, SEAGATE and SANDISK.
Trump's Q1 disclosure shows 3,700+ TRADES, up to $750 MILLION in volume, MORE THAN 40 TRADES PER DAY.
He bought NVIDIA, ORACLE, APPLE, MICROSOFT at $1M–$5M each.
And sold MICROSOFT, AMAZON, META up to $25 MILLION each.
This is capitalism with executive access.
Rajat retweeted
🔥CHARLES HOSKINSON ON BITCOIN’S QUANTUM CRISIS:
"TO DO NOTHING WOULD RESULT IN OVER 8 MILLION $BTC BEING STOLEN.”
Hoskinson says Bitcoin cannot ignore the quantum threat forever.
He suggested the network to either add optional post-quantum signatures, or freeze legacy accounts that fail to migrate.
His bigger argument, however, was that Bitcoin lacks a clear governance layer to make that choice.
During the Consensus Miami event, he warns of over 50% chance quantum computers could threaten crypto security by 2033.
Rajat retweeted
America is not simply “America.”
It is the primary host of the current Financial Industrial Complex.
The FIC itself is global, but its core power centers historically sit around New York, London and Switzerland, where banking, reserve currency systems, sovereign debt markets, intelligence networks and capital formation intersect.
And over time, that system has increasingly captured governments globally through:
Debt dependence,
Lobbying,
Monetary policy,
Regulatory capture,
Defence contracts,
…and centralized control over credit creation.
Politics changes the branding.
But the underlying financial architecture remains consistent.
My life’s work has been understanding how this system actually functions and more importantly how ordinary people, families and businesses can protect themselves from it regardless of where they live or where they were born.
Because once you understand:
How money is created,
How inflation transfers wealth,
How debt systems operate,
How financial crises are engineered and resolved,
How wars start and end,
…and how technological control layers are emerging, you stop reacting emotionally to politics and start positioning strategically.
I try to help people build resilience within a system optimized for extraction and concentration of power.
Once you know the rules, you’ll understand why I’m not anti-America.
I’m pro-sovereignty.
America just happens to be the current empire hosting the FIC that impacts the most amount of people right now.
That will change too and so will my analysis.
I’m also not concerned about popularity.
I’m primarily concerned about accuracy, so people can prepare without the propaganda.
Rajat retweeted
🇨🇳 NEW: CHINA’S BIGGEST DATA CENTERS ARE NOW TRADING ELECTRICITY
For the first time in history, China's largest data centers are joining electricity spot trading as “virtual power plants.”
These facilities now adjust AI computing loads in real-time based on spot market price forecasts.
That means AI compute can be ramped up when electricity is cheap, and slowed down when it's expensive.
The AI race is may no longer just be a tech story.
It is becoming an energy trading story too.
